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NAINX vs RLBBX
NAINX vs RLBBX Comparison
Open Charts NAINX vs RLBBX
Virtus Tactical Allocation A
Price$11.15
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets647.21M
American Funds American Balanced R2
Price$35.49
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
NAINX vs RLBBX Comparison Chart
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NAINX vs. RLBBX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NAINX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 243B vs. NAINX (647M). NAINX pays higher dividends than RLBBX: NAINX (1.54) vs RLBBX (1.23). NAINX was incepted earlier than RLBBX: NAINX (85 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than NAINX (1.07). RLBBX is a more actively managed with annual turnover of: 44.00 vs. NAINX (37.00). RLBBX has a lower initial minimum investment than NAINX: RLBBX (250) vs NAINX (2500). RLBBX annual gain was more profitable for investors over the last year : 6.30 vs. NAINX (0.21). RLBBX return over 5 years is better than : 30.57 vs. NAINX (7.09).
| NAINX | RLBBX | NAINX / RLBBX | |
| Total Expense Ratio | 0.99 | 1.32 | 75% |
| Annual Report Gross Expense Ratio | 1.07 | 1.32 | 81% |
| Fund Existence | 85 years | 23 years | - |
| Gain YTD | 5.768 | 4.362 | 132% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 243B | 0% |
| Annual Yield % from dividends | 1.54 | 1.23 | 125% |
| Returns for 1 year | 0.21 | 6.30 | 3% |
| Returns for 3 years | 14.88 | 20.03 | 74% |
| Returns for 5 years | 7.09 | 30.57 | 23% |
| Returns for 10 years | 26.90 | 52.73 | 51% |
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